Diamond Hill Investment Group Inc.
Plan context: The Banc Stock Group 401K Plan
EIN 65-0190407 • 37 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
123
2025 Assets
$94,189,022
2025 Contributions
$5,762,178
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 123 | $0 | $0 | - |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 123 | - | - | - |
| 2024 | 2 | 129 | $94,189,022 | $5,762,178 | $44,668iApproximate average salary by contribution assumption: employee only about $1,116,701 at 4% or $744,467 at 6%; with 50% employer match about $744,467 at 4% or $496,312 at 6%; with 100% employer match about $558,351 at 4% or $372,234 at 6%. |
| The Banc Stock Group 401K Plan | - | 129 | $94,189,022 | $5,762,178 | $44,668iApproximate average salary by contribution assumption: employee only about $1,116,701 at 4% or $744,467 at 6%; with 50% employer match about $744,467 at 4% or $496,312 at 6%; with 100% employer match about $558,351 at 4% or $372,234 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 129 | - | - | - |
| 2023 | 2 | 129 | $83,532,171 | $7,910,883 | $61,325iApproximate average salary by contribution assumption: employee only about $1,533,117 at 4% or $1,022,078 at 6%; with 50% employer match about $1,022,078 at 4% or $681,385 at 6%; with 100% employer match about $766,558 at 4% or $511,039 at 6%. |
| The Banc Stock Group 401K Plan | - | 128 | $83,532,171 | $7,910,883 | $61,804iApproximate average salary by contribution assumption: employee only about $1,545,094 at 4% or $1,030,063 at 6%; with 50% employer match about $1,030,063 at 4% or $686,709 at 6%; with 100% employer match about $772,547 at 4% or $515,031 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 129 | - | - | - |
| 2022 | 2 | 150 | $71,043,023 | $5,163,185 | $34,421iApproximate average salary by contribution assumption: employee only about $860,531 at 4% or $573,687 at 6%; with 50% employer match about $573,687 at 4% or $382,458 at 6%; with 100% employer match about $430,265 at 4% or $286,844 at 6%. |
| The Banc Stock Group 401K Plan | - | 150 | $71,043,023 | $5,163,185 | $34,421iApproximate average salary by contribution assumption: employee only about $860,531 at 4% or $573,687 at 6%; with 50% employer match about $573,687 at 4% or $382,458 at 6%; with 100% employer match about $430,265 at 4% or $286,844 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 129 | - | - | - |
| 2021 | 2 | 129 | $77,887,246 | $4,979,487 | $38,601iApproximate average salary by contribution assumption: employee only about $965,017 at 4% or $643,345 at 6%; with 50% employer match about $643,345 at 4% or $428,896 at 6%; with 100% employer match about $482,508 at 4% or $321,672 at 6%. |
| The Banc Stock Group 401K Plan | - | 128 | $77,887,246 | $4,979,487 | $38,902iApproximate average salary by contribution assumption: employee only about $972,556 at 4% or $648,371 at 6%; with 50% employer match about $648,371 at 4% or $432,247 at 6%; with 100% employer match about $486,278 at 4% or $324,185 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 129 | - | - | - |
| 2020 | 2 | 130 | $62,052,186 | $4,439,442 | $34,150iApproximate average salary by contribution assumption: employee only about $853,739 at 4% or $569,159 at 6%; with 50% employer match about $569,159 at 4% or $379,439 at 6%; with 100% employer match about $426,869 at 4% or $284,580 at 6%. |
| The Banc Stock Group 401K Plan | - | 130 | $62,052,186 | $4,439,442 | $34,150iApproximate average salary by contribution assumption: employee only about $853,739 at 4% or $569,159 at 6%; with 50% employer match about $569,159 at 4% or $379,439 at 6%; with 100% employer match about $426,869 at 4% or $284,580 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 126 | - | - | - |
| 2019 | 2 | 130 | $57,924,857 | $4,348,706 | $33,452iApproximate average salary by contribution assumption: employee only about $836,290 at 4% or $557,526 at 6%; with 50% employer match about $557,526 at 4% or $371,684 at 6%; with 100% employer match about $418,145 at 4% or $278,763 at 6%. |
| The Banc Stock Group 401K Plan | - | 130 | $57,924,857 | $4,348,706 | $33,452iApproximate average salary by contribution assumption: employee only about $836,290 at 4% or $557,526 at 6%; with 50% employer match about $557,526 at 4% or $371,684 at 6%; with 100% employer match about $418,145 at 4% or $278,763 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 130 | - | - | - |
| 2018 | 2 | 124 | $50,601,057 | $4,356,647 | $35,134iApproximate average salary by contribution assumption: employee only about $878,356 at 4% or $585,571 at 6%; with 50% employer match about $585,571 at 4% or $390,381 at 6%; with 100% employer match about $439,178 at 4% or $292,785 at 6%. |
| The Banc Stock Group 401K Plan | - | 124 | $50,601,057 | $4,356,647 | $35,134iApproximate average salary by contribution assumption: employee only about $878,356 at 4% or $585,571 at 6%; with 50% employer match about $585,571 at 4% or $390,381 at 6%; with 100% employer match about $439,178 at 4% or $292,785 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 124 | - | - | - |
| 2017 | 2 | 118 | $57,023,889 | $3,913,034 | $33,161iApproximate average salary by contribution assumption: employee only about $829,033 at 4% or $552,688 at 6%; with 50% employer match about $552,688 at 4% or $368,459 at 6%; with 100% employer match about $414,516 at 4% or $276,344 at 6%. |
| The Banc Stock Group 401K Plan | - | 118 | $57,023,889 | $3,913,034 | $33,161iApproximate average salary by contribution assumption: employee only about $829,033 at 4% or $552,688 at 6%; with 50% employer match about $552,688 at 4% or $368,459 at 6%; with 100% employer match about $414,516 at 4% or $276,344 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 118 | - | - | - |
| 2016 | 2 | 112 | $49,624,764 | $4,963,889 | $44,320iApproximate average salary by contribution assumption: employee only about $1,108,011 at 4% or $738,674 at 6%; with 50% employer match about $738,674 at 4% or $492,449 at 6%; with 100% employer match about $554,005 at 4% or $369,337 at 6%. |
| The Banc Stock Group 401K Plan | - | 112 | $49,624,764 | $4,963,889 | $44,320iApproximate average salary by contribution assumption: employee only about $1,108,011 at 4% or $738,674 at 6%; with 50% employer match about $738,674 at 4% or $492,449 at 6%; with 100% employer match about $554,005 at 4% or $369,337 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 112 | - | - | - |
| 2015 | 2 | 128 | $41,434,433 | $3,388,276 | $26,471iApproximate average salary by contribution assumption: employee only about $661,773 at 4% or $441,182 at 6%; with 50% employer match about $441,182 at 4% or $294,121 at 6%; with 100% employer match about $330,886 at 4% or $220,591 at 6%. |
| The Banc Stock Group 401K Plan | - | 126 | $41,434,433 | $3,388,276 | $26,891iApproximate average salary by contribution assumption: employee only about $672,277 at 4% or $448,185 at 6%; with 50% employer match about $448,185 at 4% or $298,790 at 6%; with 100% employer match about $336,138 at 4% or $224,092 at 6%. |
| Diamond Hill Investment Group Inc. Health and Welfare Plan | - | 128 | - | - | - |
| 2014 | 1 | 113 | $34,718,578 | $4,077,602 | $36,085iApproximate average salary by contribution assumption: employee only about $902,124 at 4% or $601,416 at 6%; with 50% employer match about $601,416 at 4% or $400,944 at 6%; with 100% employer match about $451,062 at 4% or $300,708 at 6%. |
| The Banc Stock Group 401K Plan | - | 113 | $34,718,578 | $4,077,602 | $36,085iApproximate average salary by contribution assumption: employee only about $902,124 at 4% or $601,416 at 6%; with 50% employer match about $601,416 at 4% or $400,944 at 6%; with 100% employer match about $451,062 at 4% or $300,708 at 6%. |
| 2013 | 1 | 96 | $28,648,678 | $4,017,946 | $41,854iApproximate average salary by contribution assumption: employee only about $1,046,340 at 4% or $697,560 at 6%; with 50% employer match about $697,560 at 4% or $465,040 at 6%; with 100% employer match about $523,170 at 4% or $348,780 at 6%. |
| The Banc Stock Group 401K Plan | - | 96 | $28,648,678 | $4,017,946 | $41,854iApproximate average salary by contribution assumption: employee only about $1,046,340 at 4% or $697,560 at 6%; with 50% employer match about $697,560 at 4% or $465,040 at 6%; with 100% employer match about $523,170 at 4% or $348,780 at 6%. |
| 2012 | 1 | 79 | $17,252,350 | $1,887,383 | $23,891iApproximate average salary by contribution assumption: employee only about $597,273 at 4% or $398,182 at 6%; with 50% employer match about $398,182 at 4% or $265,455 at 6%; with 100% employer match about $298,637 at 4% or $199,091 at 6%. |
| The Banc Stock Group 401K Plan | - | 79 | $17,252,350 | $1,887,383 | $23,891iApproximate average salary by contribution assumption: employee only about $597,273 at 4% or $398,182 at 6%; with 50% employer match about $398,182 at 4% or $265,455 at 6%; with 100% employer match about $298,637 at 4% or $199,091 at 6%. |
| 2011 | 1 | 72 | $14,664,841 | $1,863,909 | $25,888iApproximate average salary by contribution assumption: employee only about $647,191 at 4% or $431,460 at 6%; with 50% employer match about $431,460 at 4% or $287,640 at 6%; with 100% employer match about $323,595 at 4% or $215,730 at 6%. |
| The Banc Stock Group 401K Plan | - | 72 | $14,664,841 | $1,863,909 | $25,888iApproximate average salary by contribution assumption: employee only about $647,191 at 4% or $431,460 at 6%; with 50% employer match about $431,460 at 4% or $287,640 at 6%; with 100% employer match about $323,595 at 4% or $215,730 at 6%. |
| 2010 | 1 | 72 | $12,440,258 | $1,692,699 | $23,510iApproximate average salary by contribution assumption: employee only about $587,743 at 4% or $391,828 at 6%; with 50% employer match about $391,828 at 4% or $261,219 at 6%; with 100% employer match about $293,871 at 4% or $195,914 at 6%. |
| The Banc Stock Group 401K Plan | - | 72 | $12,440,258 | $1,692,699 | $23,510iApproximate average salary by contribution assumption: employee only about $587,743 at 4% or $391,828 at 6%; with 50% employer match about $391,828 at 4% or $261,219 at 6%; with 100% employer match about $293,871 at 4% or $195,914 at 6%. |
| 2009 | 1 | 63 | $8,895,840 | $1,533,163 | $24,336iApproximate average salary by contribution assumption: employee only about $608,398 at 4% or $405,599 at 6%; with 50% employer match about $405,599 at 4% or $270,399 at 6%; with 100% employer match about $304,199 at 4% or $202,799 at 6%. |
| The Banc Stock Group 401K Plan | - | 63 | $8,895,840 | $1,533,163 | $24,336iApproximate average salary by contribution assumption: employee only about $608,398 at 4% or $405,599 at 6%; with 50% employer match about $405,599 at 4% or $270,399 at 6%; with 100% employer match about $304,199 at 4% or $202,799 at 6%. |
| 2008 | 1 | 55 | $6,638,983 | $1,318,179 | $23,967iApproximate average salary by contribution assumption: employee only about $599,172 at 4% or $399,448 at 6%; with 50% employer match about $399,448 at 4% or $266,299 at 6%; with 100% employer match about $299,586 at 4% or $199,724 at 6%. |
| The Banc Stock Group 401K Plan | - | 55 | $6,638,983 | $1,318,179 | $23,967iApproximate average salary by contribution assumption: employee only about $599,172 at 4% or $399,448 at 6%; with 50% employer match about $399,448 at 4% or $266,299 at 6%; with 100% employer match about $299,586 at 4% or $199,724 at 6%. |
| 2007 | 1 | 41 | $0 | $0 | - |
| The Banc Stock Group 401K Plan | - | 41 | - | - | - |
| 2006 | 1 | 31 | $6,097,370 | $607,583 | $19,599iApproximate average salary by contribution assumption: employee only about $489,986 at 4% or $326,658 at 6%; with 50% employer match about $326,658 at 4% or $217,772 at 6%; with 100% employer match about $244,993 at 4% or $163,329 at 6%. |
| The Banc Stock Group 401K Plan | - | 31 | $6,097,370 | $607,583 | $19,599iApproximate average salary by contribution assumption: employee only about $489,986 at 4% or $326,658 at 6%; with 50% employer match about $326,658 at 4% or $217,772 at 6%; with 100% employer match about $244,993 at 4% or $163,329 at 6%. |
| 2005 | 1 | 21 | $2,689,804 | $410,680 | $19,556iApproximate average salary by contribution assumption: employee only about $488,905 at 4% or $325,937 at 6%; with 50% employer match about $325,937 at 4% or $217,291 at 6%; with 100% employer match about $244,452 at 4% or $162,968 at 6%. |
| The Banc Stock Group 401K Plan | - | 21 | $2,689,804 | $410,680 | $19,556iApproximate average salary by contribution assumption: employee only about $488,905 at 4% or $325,937 at 6%; with 50% employer match about $325,937 at 4% or $217,291 at 6%; with 100% employer match about $244,452 at 4% or $162,968 at 6%. |
| 2004 | 1 | 20 | $1,450,254 | $308,486 | $15,424iApproximate average salary by contribution assumption: employee only about $385,608 at 4% or $257,072 at 6%; with 50% employer match about $257,072 at 4% or $171,381 at 6%; with 100% employer match about $192,804 at 4% or $128,536 at 6%. |
| The Banc Stock Group 401K Plan | - | 20 | $1,450,254 | $308,486 | $15,424iApproximate average salary by contribution assumption: employee only about $385,608 at 4% or $257,072 at 6%; with 50% employer match about $257,072 at 4% or $171,381 at 6%; with 100% employer match about $192,804 at 4% or $128,536 at 6%. |
| 2003 | 1 | 15 | $666,116 | $176,250 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| The Banc Stock Group 401K Plan | - | 15 | $666,116 | $176,250 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| 2002 | 1 | 14 | $333,941 | $166,203 | $11,872iApproximate average salary by contribution assumption: employee only about $296,791 at 4% or $197,861 at 6%; with 50% employer match about $197,861 at 4% or $131,907 at 6%; with 100% employer match about $148,396 at 4% or $98,930 at 6%. |
| The Banc Stock Group 401K Plan | - | 14 | $333,941 | $166,203 | $11,872iApproximate average salary by contribution assumption: employee only about $296,791 at 4% or $197,861 at 6%; with 50% employer match about $197,861 at 4% or $131,907 at 6%; with 100% employer match about $148,396 at 4% or $98,930 at 6%. |
| 2001 | 1 | 14 | $286,887 | $214,334 | $15,310iApproximate average salary by contribution assumption: employee only about $382,739 at 4% or $255,160 at 6%; with 50% employer match about $255,160 at 4% or $170,106 at 6%; with 100% employer match about $191,370 at 4% or $127,580 at 6%. |
| The Banc Stock Group 401K Plan | - | 14 | $286,887 | $214,334 | $15,310iApproximate average salary by contribution assumption: employee only about $382,739 at 4% or $255,160 at 6%; with 50% employer match about $255,160 at 4% or $170,106 at 6%; with 100% employer match about $191,370 at 4% or $127,580 at 6%. |
| 2000 | 1 | 16 | $177,895 | $95,827 | $5,989iApproximate average salary by contribution assumption: employee only about $149,730 at 4% or $99,820 at 6%; with 50% employer match about $99,820 at 4% or $66,547 at 6%; with 100% employer match about $74,865 at 4% or $49,910 at 6%. |
| The Banc Stock Group 401K Plan | - | 16 | $177,895 | $95,827 | $5,989iApproximate average salary by contribution assumption: employee only about $149,730 at 4% or $99,820 at 6%; with 50% employer match about $99,820 at 4% or $66,547 at 6%; with 100% employer match about $74,865 at 4% or $49,910 at 6%. |
| 1999 | 1 | 11 | $77,497 | $52,249 | $4,750iApproximate average salary by contribution assumption: employee only about $118,748 at 4% or $79,165 at 6%; with 50% employer match about $79,165 at 4% or $52,777 at 6%; with 100% employer match about $59,374 at 4% or $39,583 at 6%. |
| The Banc Stock Group 401K Plan | - | 11 | $77,497 | $52,249 | $4,750iApproximate average salary by contribution assumption: employee only about $118,748 at 4% or $79,165 at 6%; with 50% employer match about $79,165 at 4% or $52,777 at 6%; with 100% employer match about $59,374 at 4% or $39,583 at 6%. |